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Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
First Command Advisory Services

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-12-15
GA RA APPROVED 2015-12-15
TX RA APPROVED_RES 2015-12-15
  • FL RA
    APPROVED
    Since 2015-12-15
  • GA RA
    APPROVED
    Since 2015-12-15
  • TX RA
    APPROVED_RES
    Since 2015-12-15

Branch Locations

1 Firstcomm Plaza, Fort Worth, TX 76109 • United States

320 1St Street. N., Jacksonville Beach, FL 32250 • United States

Pointe Verde Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Financial Planning, Inc. Fort Worth TX 03/2003 Present
First Command Financial Services, Inc Fort Worth TX 08/2003 Present
First Command Advisory Services Fort Worth TX 12/2015 Present
  • 03/2003 → Present
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 08/2003 → Present
    First Command Financial Services, Inc
    Fort Worth, TX
  • 12/2015 → Present
    Fort Worth, TX
Previous Registrations
  • 2005-01-05 → 2005-09-14
    First Command Bank
    Fort Worth, TX
Other Businesses

(1) Name of the other business: Porcelli INC Whether the business is investment-related: Yes Address of the other business: Ponte Vedra Beach, FL 32082 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: Nov 21, 2005 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I have an "S" Corp. Only current holding is I own Suite 601 and 602 @ 320 1st Street Jacksonville Beach, Fl 32250. This space is rented out to Brooke Lazzarini DA for the First Coast District of First Command Financial Services. It is also where my office is located. I manage the property as well (2) Name of the other business: Friars Legacy LLC Whether the business is investment-related: No Address of the other business: 1015 Atlantic BLVD., #415 Atlantic Beach FL 32233 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Silent Partner/Owner The start date of your relationship: Jul 03, 2025 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: No duties. An investor in the LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-29
S63 Uniform Securities Agent State Law Examination 2003-05-09
  • S65 Uniform Investment Adviser Law Examination
    2004-11-29
  • S63 Uniform Securities Agent State Law Examination
    2003-05-09
Other Names
  • Art Porcelli

View on SEC IAPD

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